college fund

529 plan vs UTMA: choosing the right education savings tool (taxes, control)

Are you wondering how to best save for your child’s education while keeping taxes low and control in your hands? Choosing between a 529 plan and a UTMA account can feel overwhelming since both offer unique benefits and potential drawbacks. Many pare…

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529 plan penalty exception cases (scholarship, disability, refund)

Have you ever wondered what happens to your 529 plan if your child receives a scholarship, faces a disability, or you need to request a refund? Navigating the rules around 529 plan penalty exceptions can be confusing, especially when life throws une…

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